Fairlead Asset Management LLC
Fairlead Asset Management LLC is an SEC-registered ria in Greenwich, CT with $271.6M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Fairlead Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297384, SEC 801-122857, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $271.6M (2026-06-26)
- Firm type
- Ria
- Location
- Greenwich, CT
- Employees
- 4
- CRD
- 297384
- Ownership
- STOCKTON, KATHERINE, TOWNSHEND; Townshend, Tracy, Anne; FAIRLEAD HOLDINGS LLC; KATHERINE STOCKTON AS TRUSTEE OF KATHERINE TOWNSHEND STOCKTON REVOCABLE TRUST U/A DATED 11/20/2025, AS AMENDED; WYCHULIS, DANIEL, ALAN
How much AUM does Fairlead Asset Management LLC have?
Fairlead Asset Management LLC reported $271.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Fairlead Asset Management LLC?
Disclosed owners and executives of Fairlead Asset Management LLC include STOCKTON, KATHERINE, TOWNSHEND, Townshend, Tracy, Anne, FAIRLEAD HOLDINGS LLC, KATHERINE STOCKTON AS TRUSTEE OF KATHERINE TOWNSHEND STOCKTON REVOCABLE TRUST U/A DATED 11/20/2025, AS AMENDED, WYCHULIS, DANIEL, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.